EFS
Essex Financial Services’s CSX Corp CSX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Sell |
29,245
-165
| -0.6% | -$5.38K | 0.06% | 263 |
|
|
2025
Q1 | $866K | Sell |
29,410
-2,673
| -8% | -$78.7K | 0.06% | 257 |
|
|
2024
Q4 | $1.04M | Buy |
32,083
+1,375
| +4% | +$44.4K | 0.07% | 233 |
|
|
2024
Q3 | $1.04M | Sell |
30,708
-100
| -0.3% | -$3.39K | 0.07% | 235 |
|
|
2024
Q2 | $1.06M | Buy |
30,808
+2,480
| +9% | +$84.9K | 0.08% | 225 |
|
|
2024
Q1 | $1.05M | Sell |
28,328
-2,512
| -8% | -$93.1K | 0.1% | 200 |
|
|
2023
Q4 | $1.07M | Buy |
30,840
+405
| +1% | +$14K | 0.11% | 179 |
|
|
2023
Q3 | $936K | Buy |
30,435
+2
| +0% | +$62 | 0.11% | 184 |
|
|
2023
Q2 | $1.04M | Sell |
30,433
-1,011
| -3% | -$34.5K | 0.12% | 171 |
|
|
2023
Q1 | $941K | Buy |
31,444
+2,611
| +9% | +$78.2K | 0.1% | 187 |
|
|
2022
Q4 | $893K | Buy |
28,833
+1,026
| +4% | +$31.8K | 0.09% | 194 |
|
|
2022
Q3 | $741K | Buy |
27,807
+7
| +0% | +$187 | 0.09% | 200 |
|
|
2022
Q2 | $808K | Buy |
27,800
+35
| +0.1% | +$1.02K | 0.09% | 206 |
|
|
2022
Q1 | $1.04M | Buy |
27,765
+1
| +0% | +$37 | 0.1% | 196 |
|
|
2021
Q4 | $1.04M | Buy |
27,764
+3,062
| +12% | +$115K | 0.1% | 195 |
|
|
2021
Q3 | $735K | Buy |
24,702
+22,117
| +856% | +$658K | 0.08% | 223 |
|
|
2021
Q2 | $249K | Hold |
2,585
| – | – | 0.04% | 374 |
|
|
2021
Q1 | $249K | Sell |
2,585
-4,265
| -62% | -$411K | 0.04% | 302 |
|
|
2020
Q4 | $622K | Hold |
6,850
| – | – | 0.12% | 166 |
|
|
2020
Q3 | $532K | Buy |
6,850
+1,470
| +27% | +$114K | 0.13% | 152 |
|
|
2020
Q2 | $375K | Sell |
5,380
-812
| -13% | -$56.6K | 0.12% | 165 |
|
|
2020
Q1 | $355K | Sell |
6,192
-109
| -2% | -$6.25K | 0.13% | 157 |
|
|
2019
Q4 | $456K | Hold |
6,301
| – | – | 0.13% | 158 |
|
|
2019
Q3 | $436K | Buy |
6,301
+340
| +6% | +$23.5K | 0.14% | 146 |
|
|
2019
Q2 | $461K | Hold |
5,961
| – | – | 0.14% | 145 |
|
|
2019
Q1 | $446K | Hold |
5,961
| – | – | 0.13% | 138 |
|
|
2018
Q4 | $370K | Sell |
5,961
-1,258
| -17% | -$78.1K | 0.11% | 157 |
|
|
2018
Q3 | $535K | Hold |
7,219
| – | – | 0.12% | 152 |
|
|
2018
Q2 | $460K | Hold |
7,219
| – | – | 0.11% | 163 |
|
|
2018
Q1 | $402K | Sell |
7,219
-3
| -0% | -$167 | 0.08% | 226 |
|
|
2017
Q4 | $397K | Sell |
7,222
-8,000
| -53% | -$440K | 0.09% | 181 |
|
|
2017
Q3 | $826K | Buy |
15,222
+64
| +0.4% | +$3.47K | 0.2% | 101 |
|
|
2017
Q2 | $827K | Buy |
15,158
+9,395
| +163% | +$513K | 0.17% | 130 |
|
|
2017
Q1 | $268K | Sell |
5,763
-1,195
| -17% | -$55.6K | 0.06% | 263 |
|
|
2016
Q4 | $250K | Buy |
6,958
+200
| +3% | +$7.19K | 0.05% | 270 |
|
|
2016
Q3 | $206K | Sell |
6,758
-2,133
| -24% | -$65K | 0.05% | 286 |
|
|
2016
Q2 | $232K | Sell |
8,891
-1,986
| -18% | -$51.8K | 0.06% | 267 |
|
|
2016
Q1 | $280K | Sell |
10,877
-78
| -0.7% | -$2.01K | 0.07% | 244 |
|
|
2015
Q4 | $284K | Buy |
10,955
+2,548
| +30% | +$66.1K | 0.07% | 239 |
|
|
2015
Q3 | $226K | Sell |
8,407
-252
| -3% | -$6.77K | 0.06% | 280 |
|
|
2015
Q2 | $283K | Sell |
8,659
-2,381
| -22% | -$77.8K | 0.07% | 242 |
|
|
2015
Q1 | $366K | Hold |
11,040
| – | – | 0.09% | 213 |
|
|
2014
Q4 | $400K | Hold |
11,040
| – | – | 0.1% | 199 |
|
|
2014
Q3 | $354K | Buy |
11,040
+311
| +3% | +$9.97K | 0.11% | 200 |
|
|
2014
Q2 | $331K | Buy |
10,729
+3
| +0% | +$93 | 0.1% | 213 |
|
|
2014
Q1 | $311K | Buy |
10,726
+670
| +7% | +$19.4K | 0.1% | 212 |
|
|
2013
Q4 | $289K | Buy |
10,056
+973
| +11% | +$28K | 0.1% | 210 |
|
|
2013
Q3 | $234 | Sell |
9,083
-4,389
| -33% | -$113 | 0.07% | 224 |
|
|
2013
Q2 | $312K | Buy |
+13,472
| New | +$312K | 0.11% | 184 |
|